Creative & Professional CRM
Stop managing your business in a patchwork of Notion, Google Sheets, and email threads.
The Problem
Project status is tracked in Notion, invoices in QuickBooks, and contracts in DocuSign
Proposals take hours to build from scratch every time
Client communication is scattered across email, Slack, and text
You have no idea which projects are profitable until after they're done
Built-In Modules
VertaFlow ships these modules pre-configured for creative & professional businesses. No setup, no plugins, no extra cost.
Visual pipeline from inquiry to delivered project. Track stage, value, and deadline at a glance.
Build branded proposals and contracts with built-in e-sign. Convert proposals to invoices in one click.
Milestone-based invoicing, retainer billing, and automatic payment reminders via Stripe.
Clients review deliverables, approve milestones, and view invoices in their own branded portal.
Automated outreach for leads, onboarding sequences for new clients, and follow-up campaigns.
Track revenue per project, per client, and per service type to understand where your money comes from.
“We replaced 5 tools with VertaFlow and our project delivery time dropped by 2 weeks on average.”
— Rachel P., Design Agency Owner
Join hundreds of creative & professional businesses already using VertaFlow to simplify operations and grow revenue.
No credit card required · Personal onboarding included